DFX Intelligence

T••• A•••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 10b 100b

T••• A•••• M••••••••• L••

CRD 319174

LONDON

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Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Apr 26, 2022 to Jul 30, 2026
9 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

L•••••• P••• C••••••• L••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.94 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $15B••• Locked
Discretionary RAUM: $15B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 45

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• G••••••••• M•••	EXECUTIVE DIRECTOR	Na	yes	03/2020	Apr 26, 2022	Jul 29, 2024
B••••••• S•••• W••••••	NON-EXECUTIVE DIRECTOR	Na	yes	03/2024	Mar 7, 2024	Jul 29, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jul 29, 2024

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$15B	$18B	-19.2%	n/a	n/a	45	45	0	0

Relationships

Controls (10)

← L•••• S••••••••• J•••••OwnerFOUNDER, CHIEF INVESTMENT OFFICER, CHIEF EXECUTIVE OFFICER AND SHAREHOLDER - ORDINARY SHARES, ownership code B, individual
Apr 26, 2022 to Jul 29, 2024factForm ADV
← B••••••• S•••• W••••••OwnerNON-EXECUTIVE DIRECTOR, ownership code NA, individual
Mar 7, 2024 to Jul 29, 2024factForm ADV
← H•••••• N•••••••• C••••••OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Apr 26, 2022 to Jul 29, 2024factForm ADV
← B•••••• F••••••• G••••• W••••••OwnerEXECUTIVE DIRECTOR, VICE CHARIMAN AND SHAREHOLDER - ORDINARY SHARES, ownership code B, individual

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Occurred
30 Jul 2026
Ria principal change2 events
T••• A•••• M••••••••• L••: ria principal change, 2 events, on 30 Jul 2026
- ••• Locked
- ••• Locked
Occurred
7 Mar 2024
Control person joined
••• Locked
Form ADV
Occurred
25 May 2023
Control person joined
••• Locked
Form ADV
Occurred
26 Apr 2022
First Form ADV filing
••• Locked
Form ADV

Show 1 bookkeeping event

Occurred
Jul 30, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 26, 2022
Last observed: Jul 30, 2026 55 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

All 15 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••••• J•••••••• C•••••• S••••••	NON-EXECUTIVE DIRECTOR	Na	no	01/2024	Feb 8, 2024	Jul 29, 2024
H•••••• G•••••• J•••• B••••••	GENERAL COUNSEL	Na	no	05/2018	Apr 26, 2022	Jul 29, 2024
H•••• C•••••••• M•••	NON-EXECUTIVE DIRECTOR	Na	no	11/2018	Apr 26, 2022	Jul 29, 2024
O•••••• L••••••	TRUSTEE OF T••• A•••• M••••••••• EMPLOYEE BENEFIT TRUST AND NOMINEE	D	no	12/2023	Apr 26, 2022	Jul 29, 2024
P••••••• J••• S••••••	NON-EXECUTIVE DIRECTOR AND CHAIRMAN	Na	no	02/2009	Apr 26, 2022	Jul 29, 2024